TRANSFER INSTRUCTIONS FOR STOCK DONATIONS
If you are planning to give a donation to the AIHF via stock please give this delivery
information to the broker who will be delivering the stock:
DTC #0756
American Enterprise Investment Services, Inc.
FBO American Industrial Hygiene Foundation
Account # 2455 0274 5 133
AIHF investment manager:
Ameriprise Financial Services
Tim Walsh
Orchard Hill Professional Center
3174 Mack Road, Suite 2
Fairfield, OH 45014
Phone # 513-874-6600; Fax # 513-346-7406
Please fax this form to Ameriprise Financial Services at the fax number listed above. As well,
please fax a copy to the AIHF at (703) 207-8673. If the shares will not be transferred
electronically (i.e., there are certificates), please contact Ameriprise Financial Services for an
alternative method.
To insure proper receipt, please provide the following information so we may identify the gift on our
statement and send a letter of recognition to the contributor.
Donor’s name:
____________________________
Donor’s address (street/PO): ____________________________
____________________________
Donor’s phone:
____________________________
Indicate if donation for 1.a specific endowed scholarship _____
2.general endowment fund
_____
3.unrestricted funds
_____
(Please see below for detailed instructions)
Name of company/# shares stock being donated: ________________________________
Transfer broker/name & phone: _____________________________________________
The AIHF will issue an acknowledgment of the contribution once we have been informed
by Ameriprise Financial Services that the transfer has been completed. The value of the
contribution is the mean value on the date of the transfer times the number of shares
donated. Please contact your tax advisor with questions regarding deductibility.
Date: ___________
Donation Descriptions:
1. Specific Endowment Fund:
a. donation can be made to an existing endowed scholarship to help increase the stipend paid (please see
http://www.aiha.org/FOUNDATIONS/AIHFOUNDATION/Pages/AbouttheScholarships.aspx
for a current listing of specific endowed scholarships.
b. a donation of a minimum of $25,000 can be made to endow a new (named) scholarship (results in
stipend of $1000 after 1 year). Please contact AIHF staff before sending funds for a new scholarship.
2. General Endowment: a donation can be made to the general endowment fund. The trustees may use
these funds to increase the stipends of existing scholarships or increase the number of scholarships.
3. Unrestricted Funds: a donation can be made to the unrestricted funds of the AIHF. These donations
assist the AIHF in supporting the budgeted expenses. Staff is provided by AIHA as an in-kind
contribution. None of the trustees received any payment or travel funds for their work.
Definitions:
Endowment: Permanent Endowment Funds (AIHF) is the capital that provides income to an institution.
The value of the original donation [i.e., the corpus] cannot be spent.
Donate and save on taxes:
Donation of securities (i.e., appreciated stock) to a non-profit such as AIHF which is a
501(c)(3) organization can help to save on taxes vs a cash contribution.
When you donate appreciated securities that you have held for more than one year to a
qualified charity, you avoid capital gains tax and deduct the market value of the securities
at the time of the donation.
How It Works
[purchase market value $2000]
Cash Gift
Appreciated Stock
Value of Gift
Tax savings in 28% bracket
Gains tax avoided
(15% x $8000)
$10,000
($2800)
$0
$10,000
($2800)
($1200)
Net Cost of $10,000 Gift
$7200
$6000
Note:
The information in this publication is not intended as legal or financial advise. Please consult you financial
advisor and/or attorney. Figures cited in example are based on current rates at the time of printing and are
subject to change. Reference is to federal tax implications, individual state taxes may further impact
results.